ARS Investment Partners, LLC

CIK

733020

Location

New York, NY

Portfolio Value

Mid $1,573,837,638

Diversification

Diversified

Filing Date

Global Rank

#1,362 / 8,592 ▲ 147

Top Industry

Semiconductors 11.5%

3Y Alpha vs SPY

+18.1%

Period ended 3 months ago

Filed Apr 16, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+168.8%

SPY

+76.8%

Annualised alpha

+18.1%

Max drawdown

−22.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

139 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.5%

−0.8 pts

Top 5

26.1%

−1.8 pts

Top 10

43.2%

−0.9 pts

HHI

294

Diversified−4

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.4%	$463,049,365	24
Industrials	19.8%	$310,860,501	38
Basic Materials	14.3%	$225,011,547	12
Healthcare	9.3%	$145,993,546	14
Financial Services	7.1%	$111,311,200	11
Energy	6.5%	$102,349,438	10
Communication Services	5.5%	$86,126,351	8
Consumer Cyclical	3.0%	$46,858,049	5
Unclassified	2.2%	$35,212,797	7
Utilities	2.1%	$33,424,609	5
Real Estate	0.6%	$8,673,392	2
Consumer Defensive	0.3%	$4,966,843	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FCX	Freeport-Mcmoran Inc	+146,959	1,072,053	$63,015,275
BX	Blackstone Inc.	+141,340	385,546	$44,333,934
BHVN	Biohaven Ltd.	+139,228	1,378,828	$11,664,884
BMY	Bristol Myers Squibb Co	+106,826	306,127	$18,566,602
NEM	NEWMONT Corp /DE/	+98,208	795,271	$86,088,085
VST	Vistra Corp.	+96,111	190,964	$28,707,618
NVDA	Nvidia Corp	+79,583	299,764	$52,278,841
MPC	Marathon Petroleum Corp	+65,599	165,648	$40,447,928
AVAV	AeroVironment Inc	+62,030	65,351	$11,962,500
MS	Morgan Stanley	+58,088	183,657	$30,224,432
CRH	Crh Public Ltd Co	+57,294	437,069	$45,944,693
CODI	Compass Diversified Holdings	+38,364	53,256	$418,592
BA	Boeing Co	+37,039	195,331	$38,876,728
ASND	Ascendis Pharma A/S	+34,845	209,456	$47,908,870
GOOGL	Alphabet Inc.	+33,055	274,461	$78,924,005
ETN	Eaton Corp plc	+30,194	76,978	$27,532,721
IBM	International Business Machines Corp	+30,157	35,550	$8,616,964
VRT	Vertiv Holdings Co	+30,087	165,591	$41,493,792
AMZN	Amazon Com Inc	+23,262	205,565	$42,813,022
RTX	RTX Corp	+23,222	235,392	$45,407,116
CRM	Salesforce, Inc.	+18,710	78,055	$14,570,526
QXO	QXO, Inc.	+18,500	287,656	$5,586,279
AAPL	Apple Inc.	+16,531	334,764	$84,959,755
PWR	Quanta Services, Inc.	+12,506	69,596	$38,209,595
AJG	Arthur J. Gallagher & Co.	+12,381	95,135	$20,604,338
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GM	General Motors Co	−310,625	11,645	$867,552
WDC	Western Digital Corp	−67,328	191,888	$51,903,785
LRCX	Lam Research Corp	−50,466	384,993	$82,257,604
STX	Seagate Technology Holdings plc	−43,971	57,201	$22,409,063
VATE	INNOVATE Corp.	−41,196	61,246	$347,877
MU	Micron Technology Inc	−38,944	230,303	$77,805,565
KTOS	Kratos Defense & Security Solutions, Inc.	−34,567	89,973	$6,343,996
NVO	Novo Nordisk A S	−19,504	149,056	$5,477,808
CLF	Cleveland-Cliffs Inc.	−19,405	223,222	$1,886,225
CDNA	CareDx, Inc.	−17,104	77,235	$1,340,799
IDN	Intellicheck, Inc.	−14,500	94,151	$658,115
GLNG	Golar Lng Ltd	−14,052	302,969	$16,393,652
CXDO	Crexendo, Inc.	−11,562	50,372	$310,795
EPD	Enterprise Products Partners L.P.	−7,000	105,187	$3,980,276
DVN	Devon Energy Corp/De	−7,000	4,590	$230,968
AVGO	Broadcom Inc.	−5,465	121,906	$37,731,126
PKE	Park Aerospace Corp	−4,782	8,303	$227,336
RELL	Richardson Electronics, Ltd.	−4,396	45,163	$494,534
HPE	Hewlett Packard Enterprise Co	−3,404	285,390	$6,795,135
HRMY	Harmony Biosciences Holdings, Inc.	−3,000	18,205	$509,922
NPKI	NPK International Inc.	−2,572	41,209	$597,118
STLD	Steel Dynamics Inc	−1,999	64,535	$11,616,300
CMCSA	Comcast Corp	−1,884	123,534	$3,546,661
AEP	American Electric Power Co Inc	−1,708	9,449	$1,238,574
GHM	Graham Corp	−1,573	4,572	$360,822
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
PAAS	Pan American Silver Corp	171,716	$9,380,845
FHB	First Hawaiian, Inc.	21,000	$517,440
OPTX	Syntec Optics Holdings, Inc.	56,330	$395,999
SOLS	Solstice Advanced Materials Inc.	5,198	$395,879
EVLV	Evolv Technologies Holdings, Inc.	47,055	$284,682
MTRN	MATERION Corp	1,960	$283,514
COLB	Columbia Banking System, Inc.	10,044	$275,506
ROCK	Gibraltar Industries, Inc.	6,780	$270,318
BMNR	Bitmine Immersion Technologies, Inc.	13,445	$265,942
PPIH	Perma-Pipe International Holdings, Inc.	8,831	$263,252
OXY	Occidental Petroleum Corp /De/	3,586	$233,090
CLAR	Clarus Corp	80,624	$219,297
TRAK	ReposiTrak, Inc.	15,885	$120,726
BCHT	Birchtech Corp.	51,100	$97,090
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
LNG	Cheniere Energy, Inc.	83,381	$16,208,432
AQN	Algonquin Power & Utilities Corp.	863,660	$5,311,509
AMPL	Amplitude, Inc.	48,824	$565,381
PACK	Ranpak Holdings Corp.	101,515	$549,196
SKT	Tanger Inc.	16,262	$542,662
GEL	Genesis Energy LP	32,000	$499,200
CCOI	Cogent Communications Holdings, Inc.	23,000	$495,880
PESI	Perma Fix Environmental Services Inc	36,145	$455,065
ESTA	Establishment Labs Holdings Inc.	5,250	$382,620
AMTM	Amentum Holdings, Inc.	10,000	$290,000
SN	SharkNinja, Inc.	2,500	$279,750
FTAI	FTAI Aviation Ltd.	1,400	$275,590
DHR	Danaher Corp /De/	1,132	$259,137
GLDD	Great Lakes Dredge & Dock CORP	18,977	$248,978
DUK	Duke Energy CORP	2,100	$246,141
PGR	Progressive Corp/Oh/	998	$227,264
MGNI	Magnite, Inc.	14,000	$227,220
TIPT	Tiptree Inc.	11,935	$218,052
BWMN	Bowman Consulting Group Ltd.	6,179	$204,030
SPGI	S&P Global Inc.	389	$203,287
OLN	OLIN Corp	9,641	$200,822
DRVN	Driven Brands Holdings Inc.	10,000	$148,200
COMP	Compass, Inc.	14,000	$147,980
ASPN	Aspen Aerogels Inc	40,765	$115,364
FIP	FTAI Infrastructure Inc.	20,000	$92,200
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

139 positions · $1,573,837,638 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 139 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NEM	NEWMONT Corp /DE/ Basic Materials	Added	795,271	+98,208	$86,088,085	+23.7%	5.47%
AAPL	Apple Inc. Technology	Added	334,764	+16,531	$84,959,755	−1.8%	5.40%
LRCX	Lam Research Corp Technology	Reduced	384,993	-50,466	$82,257,604	+10.4%	5.23%
GOOGL	Alphabet Inc. Communication Services	Added	274,461	+33,055	$78,924,005	+4.5%	5.01%
MU	Micron Technology Inc Technology	Reduced	230,303	-38,944	$77,805,565	+1.2%	4.94%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	1,072,053	+146,959	$63,015,275	+34.1%	4.00%
GEV	GE Vernova Inc. Industrials	Added	63,447	+9,182	$55,382,886	+56.2%	3.52%
NVDA	Nvidia Corp Technology	Added	299,764	+79,583	$52,278,841	+27.3%	3.32%
WDC	Western Digital Corp Technology	Reduced	191,888	-67,328	$51,903,785	+16.2%	3.30%
ASND	Ascendis Pharma A/S Healthcare	Added	209,456	+34,845	$47,908,870	+28.7%	3.04%
CRH	Crh Public Ltd Co Basic Materials	Added	437,069	+57,294	$45,944,693	−3.1%	2.92%
RTX	RTX Corp Industrials	Added	235,392	+23,222	$45,407,116	+16.7%	2.89%
BX	Blackstone Inc. Financial Services	Added	385,546	+141,340	$44,333,934	+17.8%	2.82%
AMZN	Amazon Com Inc Consumer Cyclical	Added	205,565	+23,262	$42,813,022	+1.7%	2.72%
VRT	Vertiv Holdings Co Industrials	Added	165,591	+30,087	$41,493,792	+89.0%	2.64%
MPC	Marathon Petroleum Corp Energy	Added	165,648	+65,599	$40,447,928	+148.6%	2.57%
BA	Boeing Co Industrials	Added	195,331	+37,039	$38,876,728	+13.1%	2.47%
PWR	Quanta Services, Inc. Industrials	Added	69,596	+12,506	$38,209,595	+58.6%	2.43%
AVGO	Broadcom Inc. Technology	Reduced	121,906	-5,465	$37,731,126	−14.4%	2.40%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	45,270	+9,825	$34,977,412	+27.8%	2.22%
MS	Morgan Stanley Financial Services	Added	183,657	+58,088	$30,224,432	+35.6%	1.92%
VST	Vistra Corp. Utilities	Added	190,964	+96,111	$28,707,618	+87.6%	1.82%
SPY	Spdr S&P 500 ETF Trust	Added	43,715	+646	$28,429,613	−3.2%	1.81%
ETN	Eaton Corp plc Industrials	Added	76,978	+30,194	$27,532,721	+84.8%	1.75%
STX	Seagate Technology Holdings plc Technology	Reduced	57,201	-43,971	$22,409,063	−19.6%	1.42%
AJG	Arthur J. Gallagher & Co. Financial Services	Added	95,135	+12,381	$20,604,338	−3.8%	1.31%
BMY	Bristol Myers Squibb Co Healthcare	Added	306,127	+106,826	$18,566,602	+72.7%	1.18%
CVX	Chevron Corp Energy	Added	80,677	+227	$16,692,071	+36.1%	1.06%
TRGP	Targa Resources Corp. Energy	Added	66,013	+52	$16,551,439	+36.0%	1.05%
GLNG	Golar Lng Ltd Energy	Reduced	302,969	-14,052	$16,393,652	+39.0%	1.04%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	22,900	-156	$15,623,296	+18.8%	0.99%
CRM	Salesforce, Inc. Technology	Added	78,055	+18,710	$14,570,526	−7.3%	0.93%
JNJ	Johnson & Johnson Healthcare	Added	58,515	+1,536	$14,303,406	+21.3%	0.91%
BLK	BlackRock, Inc. Financial Services	Added	13,644	+2,524	$13,121,571	+10.2%	0.83%
AVAV	AeroVironment Inc Industrials	Added	65,351	+62,030	$11,962,500	+1389.1%	0.76%
BHVN	Biohaven Ltd. Healthcare	Added	1,378,828	+139,228	$11,664,884	−16.7%	0.74%
STLD	Steel Dynamics Inc Basic Materials	Reduced	64,535	-1,999	$11,616,300	+3.0%	0.74%
PAAS	Pan American Silver Corp Basic Materials	NEW	171,716	NEW	$9,380,845	NEW	0.60%
IBM	International Business Machines Corp Technology	Added	35,550	+30,157	$8,616,964	+439.4%	0.55%
CCI	Crown Castle Inc. Real Estate	Reduced	103,054	-1,355	$8,379,320	−9.7%	0.53%
ADI	Analog Devices Inc Technology	Added	26,254	+549	$8,352,447	+19.8%	0.53%
BWXT	BWX Technologies, Inc. Industrials	Added	35,489	+11,575	$7,257,145	+75.6%	0.46%
AMAT	Applied Materials Inc /De Technology	Added	21,046	+2,027	$7,193,312	+47.2%	0.46%
HPE	Hewlett Packard Enterprise Co Technology	Reduced	285,390	-3,404	$6,795,135	−2.0%	0.43%
KTOS	Kratos Defense & Security Solutions, Inc. Industrials	Reduced	89,973	-34,567	$6,343,996	−32.9%	0.40%
XOM	Exxon Mobil Corp Energy	Reduced	36,818	-62	$6,246,541	+40.7%	0.40%
ABBV	AbbVie Inc. Healthcare	Reduced	28,148	-145	$6,121,908	−5.3%	0.39%
QXO	QXO, Inc. Industrials	Added	287,656	+18,500	$5,586,279	+7.6%	0.35%
NVO	Novo Nordisk A S Healthcare	Reduced	149,056	-19,504	$5,477,808	−36.1%	0.35%
MLM	Martin Marietta Materials Inc Basic Materials	Reduced	6,908	-153	$4,066,601	−7.5%	0.26%